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Schwab Strategic Tr sht tm us tres shares owned by Wellington Shields Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Wellington Shields Capital Management from 13F filings

Historical chart of Wellington Shields Capital Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 10k 24.27

More positions owned by Wellington Shields Capital Management

Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Bloom Energy Corp Com Cl A Stock (BE)
Jpmorgan Chase & Co Stock (JPM)
Exxon Mobil Corp Stock (XOM)
Mastercard Incorporated Cl A Stock (MA)
American Express Stock (AXP)
Qxo Stock (QXO)
Blackstone Stock (BX)
MKS Stock (MKSI)
Boeing Stock (BA)
Quanta Svcs Stock (PWR)

View all positions for Wellington Shields Capital Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres